top of page


HubSpot Consultancy

HubSpot Consultancy that helps you seamlessly integrate marketing automation, sales optimisation, and customer service tools to create a unified strategy that drives growth.

From nurturing leads to closing deals and delivering top-tier customer support, we provide the expertise to ensure your HubSpot investment deliver results.

Get in touch to discover how Indigo Iris' can transform and grow your business with HubSpot.

HubSpot Health Check

 

The Health Check provides valuable insights and benefits to companies that are:​

  • Looking to scale or have recently scaled

  • Concerned that HubSpot no longer aligns with business objectives and processes

  • Experiencing change in team structure or personnel

  • Questioning if you’re making the most of your account

  • Experiencing reporting issues

  • Struggling to view or use data

  • Have concerns over Data quality

​

Make the most of your HubSpot account with our expert Health Check service and drive your business forward with confidence.

​

The HeaIth Check includes an initial call to discuss your objectives, an audit of your Portal and presentation with a written report.

 

For further information, please see HubSpot Health Check

Onboarding, 

Implementation & Migration

​

Setting up, configuring and managing HubSpot's CRM is a critical step in ensuring success. Indigo Iris can help set-up and make the most of your account to get Marketing, Sales and Customer Support up and running in no time. 

​

Strategic support can include:

Lead Management, Deals & Pipelines, Reporting, Requirements gathering, Lifecycle Management, Data Structure, Data Quality and Help Desk.

 

Technical Consulting includes: CRM Customisation, Building Lists & Segments, Automation, Deals & Pipelines, Data Quality, Migrating data, Forms, Email Marketing, A/B Testing, Lead Scores, connecting Social and Ad accounts, Help Desk & Tickets, Surveys, â€‹connect Inboxes, Calendars, Notifications, Branding and user permissions.​

Technical Consulting

 

Technical consulting to customise your CRM and solve problems.

​​​

HubSpot troubleshooting and technical consulting can include help with Reports, Deals & Pipelines, Lifecycles, Lead Management, Emails, Data Quality, Account set-up, Forms, 1-1 Emails, Automation and much more.

​

If you need help technical support, please get in touch for an initial chat.

HubSpot Sales Hub ​

 

HubSpot's Smart CRM and Sales Hub help your sales teams to streamline processes, track and close Deals, and capture, manage and track activities such as 1-1 emails, tasks, calls and meetings.

​

The Dashboards & Reports to analyse Deals, Pipelines, team and individual performance.

​

Support with Sales Hub can include: 

  • Deals & Pipelines

  • Automation

  • Lead and Contact Management

  • Lifecycles

  • Lead Scores

  • Buyer's Journeys 

  • Reports and Dashboard

  • Sales processes

  • Sales enablement tools such as email templates, documents, snippets and playbooks

  • LinkedIn integrations

  • Using features such 1-2-1 emails, Calls, Notes, Meetings, Prospect tool and Integrations 

HubSpot Marketing Hub

 

With Indigo Iris' support, your marketing team can leverage the full potential of Marketing Hub to capture and nurture leads, run events, manage campaigns, and provide reporting and insights to inform future decision-making.

 

HubSpot support often includes:  

  • Email marketing including smart content

  • Email health

  • CTAs

  • A/B testing

  • Inbound Marketing and Methodology

  • Marketing Campaigns and ROI

  • Landing Pages

  • Automating strategy, planning and building

  • Building static and active lists

  • Form creation

  • Importing data

  • Managing marketing contacts

  • Integrating apps such as social media channels and event 

  • Lead Scoring

  • Utilising AI

  • Reporting

HubSpot Service Hub

 

Service Hub is a powerful toolset to streamline customer experience including the Helpdesk, Surveys, Knowledge Base and Portal for customers to self-serve.

 

The Automation and Ticket Management help streamline your processes, resolve issues and onboard new customers. The in-depth reporting gives you insight into SLAs, performance and customer feedback to identify areas for improvement.​

​

Indigo Iris can support you with setting up and making the most of: 

  • Ticket and Ticket management

  • Knowledge base creation

  • Automation

  • Live chat

  • Conversation Inbox

  • Form creation

  • Creating templates, documents and snippets

  • Reporting and Insight

​

HubSpot Consultancy
bottom of page